Contact Us!
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
We unlock the potential of companies by using financial reporting, structures and systems as the levers for business expansion.
For companies seeking a strategy of emergence to their next growth level, expansion plans must be both financially sound and comprehensive to be effective.
That’s where we come in. We take the global view on the local economy of your company to guide you to achieve your business objectives.
A guiding principle of our company is that we take a holistic view of our clients’ businesses and their desires for growth.
We are by training accountants and by professional experience, consultants who count not only finances but also the full range of disciplines that are the keys to growth. Ours is a proactive approach. We are unique because we advise our clients about critically needed business activities:
human resources
operations
procurement
production sourcing
management systems
leadership building
marketing
sales training
We see business growth through the prism of finance and financial structure. Our strategies use finance as an opening to unlocking the potential for growth.
Every business needs a sound financial footing to plan for any growth agenda. Our financial consulting services address:
Our business services are structured so we can respond to all facets of our clients’ critically needed business activities:
Every company needs sound accounting reporting, planning systems and responsive, real-time flexibility. Our accounting practice includes:
Issue
Our client, an upscale women’s apparel company, was insufficiently prepared to develop accounting and management reports necessary to enhance profitability.
Solution
We successfully addressed performance issues with the existing software, trained senior level managers and implemented internal controls and financial reporting systems.
Result
Operating expenses were reduced by 5% and margins grew by 2% after six months.
Issue
Client transitioned their business and needed financial planning, infrastructure and experienced outsourced managers to support their objectives.
Solution
We designed a multi-level plan including industry-specific software, accounts payable and receivable systems.
Result
The company’s net worth increased from under $100 million to over $500 million.
Issue
Our client, a startup, did not have a financial infrastructure, systems or reporting analyses capabilities.
Solution
We installed complex accounting systems, developed financial reporting methodologies and negotiated multi-bank credit facilities.
Result
Revenues grew to over $3 million after one year of using our services.
Dave is the team leader who sets the overall direction for the development of financial strategies. He is responsible for the planning of budgets for operations, marketing, human resources, distribution, licensing and financing options. Dave draws on the combined resources of clients and outside product and service providers to drive companies’ businesses to their next level of growth.
Susan is an expert in financial operations and addresses issues through re-structuring processes that deliver enhanced efficiency and effectiveness. In addition, she is an IT systems specialist, which allows companies to manage their data analysis and communications with enhanced clarity and speed.
Chris is the architect of IT infrastructure that supports day-to-day reporting and analytics used in critical management decision making. He is also the developer of communications systems for companies and their vendors. In addition, he is an expert in training managers in the use of financial systems and software.
200 White Plains Road
First Floor
Tarrytown, NY 10591
T: 914-366-0066
F: 914-366-0077